Event Planner - Financial Services

Jack Morton Worldwide; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

None

Job summary

Jack Morton Worldwide is seeking an experienced Event Planner embedded with a major financial services client in New York City. The role requires exceptional organization and the ability to manage high-profile events from planning through execution, with on-site support and close collaboration with senior stakeholders.

Ideal candidates have 3-7 years in top-tier event production, strong communication, and a proven track record in managing travel and guest services with discretion.

Qualifications

• 3-7 years of experience in high-profile event production, preferably within financial services.
• Exceptional verbal and written communication skills—must be clear, concise, and professional in all interactions.
• Proven ability to manage complex travel logistics and high-profile guest services with attention to detail and discretion.

Responsibilities

• Plan, coordinate, and execute client-hosted events ensuring smooth operations across phases.
• Manage vendor communications, budgets, timelines, and run-of-show documents.
• Provide on-site support and troubleshoot to ensure seamless attendee experiences.
• Collaborate with client stakeholders and internal teams to meet objectives.

Skills

Event planning

Travel logistics

Vendor coordination

Executive communication

Job description

Experience Without Limits

Come shape the future of brand experience.

Experience Without Limits Come shape the future of brand experience. At Jack Morton, we design and build head-turning, smile-inducing, impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful connections.

That takes a team that's bold, curious, and acts as one. We build on each other's ideas, challenge conventions, and show up for one another every day. Here, you'll do your best work, grow quickly, and partner across clients, disciplines, and global teams to bring new ideas to life.

This is a place where curiosity drives what’s next, boldness raises the bar, and every win is shared. Where ownership is expected, egos are left at the door, and the work reflects the passion and talent of the people behind it.

Experience without limits—in your work, your growth, and your impact.

• While you’ll be a Jack Morton employee, this role will be uniquely embedded with one of our key financial services clients. Candidates must be based in the NYC area and willing to work in the office at least four days a week.

The Event Planner is a key member of our event team, supporting the planning and execution of high-profile events for our financial services client. This role is ideal for a highly organized and detail-oriented individual who thrives in fast-paced environments and is eager to grow their expertise in complex event production. The Planner works closely with senior team members and client stakeholders to deliver seamless, high-quality experiences with a strong attention to detail and operational excellence.

Key Responsibilities

• Event Planning & Execution
  • Support the planning, coordination, and execution of client-hosted events, ensuring smooth operations across all phases
  • Assist in managing event elements including venue research, logistics coordination, vendor communication, and production support.
  • Develop and maintain detailed timelines, run-of-show documents, and task trackers to support successful delivery.
  • Ensure all event components align with brand standards and quality expectations.
  • Provide on-site support for event execution, helping to troubleshoot and ensure a seamless attendee experience.
• Client & Stakeholder Support
  • Support communication between the agency team and client stakeholders across assigned projects.
  • Participate in status updates and help track progress, action items, and key deliverables.
  • Collaborate with internal teams and external partners to ensure alignment and timely execution.
  • Build an understanding of client objectives and contribute to delivering against those goals.
• Guest Experience & Hospitality
  • Assist in coordinating guest-facing elements such as registration, communications, and on-site experience.
  • Support execution of ancillary experiences including dinners, receptions, and hospitality moments.
  • Help ensure a polished, detail-oriented experience from arrival through departure.
• Budget & Vendor Coordination
  • Support budget tracking and reconciliation, ensuring accuracy and organization across project spend.
  • Assist in sourcing vendors, gathering proposals, and coordinating logistics with partners such as venues, catering, and AV.
  • Help manage vendor communications and ensure deliverables are met.
• Risk & Issue Management
  • Identify potential issues and elevate to senior team members as needed.
  • Support contingency planning and assist with on-site problem solving.

Qualifications & Experience

• 3-7 years of experience in high-profile event production, preferably within financial services.
• Exceptional verbal and written communication skills—must be clear, concise, and professional in all interactions.
• Proven ability to manage complex travel logistics and high-profile guest services with attention to detail and discretion.
• Strong organizational skills with the ability to manage multiple projects simultaneously and meet tight deadlines.
• Experience working with C-Suite executives or high-net-worth individuals preferred.
• Proven ability to develop and present high-level reporting to senior leadership.
• Problem-solving mindset with the ability to remain calm under pressure.
• Ability to work flexible hours, including evenings, and weekends

Work Structure & Engagement

• Embedded with the client in their New York office a minimum of four days per week.
• Full-time position with long-term engagement potential, pending performance and business needs.

Why Join Us?

This role requires a high level of professionalism, discretion, and adaptability. If you are passionate about delivering exceptional experiences and have a proven track record in high-touch attendee logistics, we’d love to hear from you.

Last but not least, we believe in diversity, equity and inclusion.

Jack Morton is equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law.

We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at [e-mail]. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.